Plan Snapshot
- Plan Sponsor: Carter And Associates, INC.
- Sponsor EIN: 753020575
- Sponsor Address: 395 WESTCOR DRIVE, CORALVILLE, IA, 52241
- Plan Type: 401(k)
- Total Participants: 0
- Total Assets: $0
Key Plan Design Features
- Auto-Enrollment: No
- Auto-Escalation: No
- Allows Roth Contributions: No
- Participant Loans: Yes
- Participant-Directed Investments: Yes
- ERISA Section 404(c) Fiduciary Safe Harbor: Yes
Plan Financials by Year
| Year | Participants | Total Assets | Employer Contrib. | Employee Contrib. |
|---|
| 2023 | 0 | $0 | $7,978 | $55,779 |
| 2022 | 5 | $2.8M | $20,677 | $92,621 |